Capital Trust Ltd recommended few years back at a higher price compared with Current Market Price.This micro finance company's performance badly affected in past few years- as in the case of peer company SKS Micro Finance - due to uncertainty in micro finance sector and lack of clarity in laws .Now, in recent times company seems coming back to growth path and reported improved numbers in last two quarters. Company already reported more than Rs.5 EPS for six months itself in this FY.When I recommended this stock earlier , It had 23 branches and now the same increased to 60 +
September Result as follows
Stock is currently trading around Rs.50 and listed only in BSE
Link to Company Website HERE
Link to Latest Annual Report HERE
Link to Old Recommendation HERE
_______________________________________________________________________
Answer for GTS - 7 will be disclosed on Muhurat Trading Day
________________________________________________________________________
Sir,
ReplyDeleteThis company started operating as a Business Correspondent to Yes Bank. How do you see this move in making it a big company?
Regards,
Varun
It was an old story, now working independently
DeleteDear ValuePick,
ReplyDeleteEven after CDR approval, Panacea is going down. Is it just impact of market trend or am I missing something.
Thanks,
Vijay
It only approved , not implemented.
DeleteHi vpji good morning.God bless you. I am holding mmfl from 220. After the recent turmoil in Europe will it affect the company. Can I hold onto it or sell it out.
ReplyDeleteI don't think there is any big change happened in last two weeks except Spains bond Issue related . But if you are not interested to take risk , book profit.
Deletevp sir
ReplyDeleteit is your new recomondation or update ??? can i boughat it @ current level ??
please suggest me
It is not a new recommendation ,but feel still steam left in it.
DeleteSir,
ReplyDeleteWhat is your view on sharon bio medicine, i bought it at 70...Can i hold for long term or sell it?
Not tracking it
Deletewhich is exactly muhurat trading day?
ReplyDeleteThursday, October 23
DeleteVP sir,
ReplyDeleteDo you track Praj Industries? It has posted very good results this time and itz a beaten up stock for the past 6 months. I feel that Praj is back on growth track. Can you throw some light on it if you r tracking?
Thanx in advance.
regards,
Afreen
Not strictly tracking it . Never expect higher return from any stock if the entire story is known to majority of market participants.
DeleteDear Sir,
ReplyDeleteAny update on DOLPHIN Offshore, recommended by you in March 2012. I searched your website for any further update but not able to find further view.
This script was also recommended as multibagger in Year 2010, 2011 and 2012, by many other analyst, but afterward script nosedived.
Personally I think all parameters for being multi-bagger are present in this script and is showing increasing trend for sales, EBITDA, PBT and also order book. Further whats your take for correlation for decrease in Crude prices and fortunes of Dolphin Offshore.
I am planning to enter this script, please suggest your update.
Dolphin Offshore recommended @ Rs.84 and currently trading around Rs.170 . If the current trend of low crude price lasts long that may affect the profitability of companies related with oil exploration sector.
DeleteWhat's your call on SKS microfinance? Shall I enter capital trust at this level? -Abhijeet
ReplyDeleteNot tracking SKS
DeleteJust updated the result . Take own decision
VP sir please your view upon banco product and elgi equiptment
ReplyDeleteBoth cos are good , try to enter at appropriate price.
Deletevp sir,
ReplyDeletePlease share your view on Meghmani organics.
Not tracking Meghmani Org
Deletesir,
ReplyDeleteplease give me your opinion on Mirza international
Not tracking it
DeleteCan you share your insight about BODAL CHEMICALS
ReplyDeleteProduct price is coming down sharply in recent weeks
DeleteSir ,would like to know your views on Freshtrop Fruits ?
ReplyDeleteNeutral on it
DeleteSir,
ReplyDeleteCapital first has high D/E ratio of 5. How do you see this
Debt Equity ratio of companies engaged in money lending will be always high .They are raising debt and lend it at at a margin , which is their business.
DeleteSir I want to buy India Nippon ecectrical on eve of mohurat trading day for investment what is your view lot of thanks for your reply which give me confidence for investing in stocks
ReplyDeleteIt is a decent company
DeleteSir, appreciate your views on swelect energy system and repco home finance. Thanks
ReplyDeleteNot tracking Swelect Energy
DeleteAs a company Repco is good, but price appreciated substantially in recent times
Dear Sir.
ReplyDeleteWhat is your opinion on Shilpi Cable Technologies
Hi Satheesh
DeletePromoter share holding decreased by 10 % in Shilpi , that is a reg flag
Kumar
Bit skeptical about its working result
Delete@Satheesh
We should pay much attention while analyzing stocks.
In this case decrease in promoter share holding is only in percentage terms and they never sold anything during this period . This happened due to allotment of shares on a preferential basis to non promoters as part of fund raising . In this background , there is no meaning in assuming promoter share holding decreased and it is a red flag only on this reason.
Anyway, I am not suggesting it
Hi VPji,
DeleteThanks for sharing the angle we need to look into promoter share holding if there is any decrease. This is a valuable teaching for us.
Dear valuepick,
ReplyDeleteHow do you see ADF foods now, according to recent news flows, i feel they are more focussed now.
1) Launched new products and many products of good growth are in pipeline
2) Promoters have increased their stake around 5 %(holding 50 % now)
3) Their new TV commercials are looking promising
Please give your views on the same, if you are still tracking
Note: their efforts are still not reflecting in their profits
Let us wait and watch
DeleteHi Sir,
ReplyDeletePls share ur view on IDFC and ORIENT REFRACTORIES
IDFC is an already recommended stock and no change in previous views
DeleteNot tracking Orient Ref.
Sir, my query on Kerala Ayurveda LTD is not appearing. Could you please check and provide a reply?
ReplyDeleteNot positive as of now.
DeleteAm requesting again - Dear Sir, Can I buy V2 Retail at current levels for long term? Thank you.
ReplyDeleteNo change in view about this company
DeleteSir a small suggestion, can you please post the GTS-7 answer on 22nd evening (after 6pm).. So that we will have enough time to look into.. If possible sir!
ReplyDeleteThanks,
Saravanan V
On Muhurat trading day , there will be no regular trading .Trade will start only in the evening for one hour or so.
DeleteSir what's your view on vidhi dye stuff.. It has had stellar two quarters..and expecting another great one
ReplyDeleteReply given to the query on Bodal Chem above is applicable to this one too. May report good numbers in Sep Qtr too , but beyond that - I really doubt.
DeleteThank you
DeleteSir I would request u to share ur view on capri global as compared to capital first and capital trust. Thanks
ReplyDeleteNot interested to suggest any company to my readers if its names figured in Scams in the past .Whether one can make money or not in such stocks is another matter - even if it is possible I am not interested .
DeleteCapri Global is the new name of Money Matters
More details in the following Links
http://articles.economictimes.indiatimes.com/2010-11-25/news/27617823_1_lower-circuit-morning-trade-real-estate-scam
http://archive.indianexpress.com/news/lic-scam-no-bail-for-money-matters-ceo/734253/
http://www.moneycontrol.com/news/cnbc-tv18-comments/loan-scam-who-is-money-matters_501465.html
Thank u for ur reply sir. Got ur point. Can u pls share ur view on premier explosives.
DeleteDear Mr. Vp,
ReplyDeleteI was going through your post and found fluidomat which was recommended by you. I also hold it in my portfolio.
What's your current view on the same. The company is reporting good profit. Controlled it debt but I have one reservation. How big is its market and how it can increase its sales. I didn't see much increase in sales and also not read of any capacity expansion. Also competition from its competitors. Can the part has a substitute and can the user's shift to a different option other than what they manufacture.
If you could help answer the above points would help me have a more clear picture about the company future growth prospects.
Thanking you
Fluidomat recommended @ Rs.29 which is currently trading around Rs.180.
DeleteFew days back I too expressed your opinion as a comment here and not suggesting a fresh buy @ current rate.Buy prime concern is not competition but limited market size . There was value @ Rs.29 but not @ Rs.180
sir
ReplyDeleteplease one clue to banta he
FOR GT7
manufacturing in auto sector
no need more clarification
just yes or no
Do you think Automobile is a sector for which there is not much market in India ?
DeleteVP sir ur views on alembic,llyod,amaraja batteries..
ReplyDeleteOne can hold Amara Raja, not tracking others
DeleteHi VP Sir,
ReplyDeleteMay I please know your view on Smartlink Network?
Regards,
Mohit
Not tracking it
DeleteSir, I had a query on poultry sector and Simran farms. But the same is not considered. Could you pls comment?
ReplyDeleteLack of value added products is the issue of Simran. They are struggling to pass on increased cost to customers when there is increase in feed cost.
DeleteSir, what is your view on EPC Irrigation & Ricoh India.
ReplyDeletePositive on both for long term
DeleteHi sir...
ReplyDeleteWhat is your view on DHFL at current fall...can we hold and still add more
Please reply
DHFL is still 100 % higher than the recommended price.
DeleteSir, what's your view on MPS and Repco Home ?
ReplyDeleteNot tracking MPS
DeletePlease avoid repeating same questioned answered recently , About Repco Home - answered above itself.
Not sure why my comments get posted? Repeating again.. Are you still positive on Aimco pesticides sir?
ReplyDeleteStill ? .This stock suggested just 2 months back .What happened in this company to change opinion now . Are you aware about any fundamental negative change happened during this period ?
DeleteSir what's your views on USHER AGRO.
ReplyDelete